Creative Planning’s DHI Group DHX Stock Holding History

Creative Planning’s Portfolio DHX Stock Details DHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-200	Closed	-$2K	–	4245
2014 Q4	$2K	Buy	+200	New	+$1.97K	﹤0.01%	3807

Other funds holding DHX

QGI

Quadrangle GP Investors New York $93.6M AUM 10.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ORI

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

RFC

Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's DHX Position: Q1 2015 in Review

Creative Planning sold out of DHI Group (DHX) in Q1 2015, closing a stake of 200 shares — an estimated $2K sold.

Creative Planning first reported a position in DHX in Q4 2014 and held it in 1 quarter. The position peaked at $2K in Q4 2014. 135 funds tracked by Wall St. Rank hold DHX as of Q1 2015.

Creative Planning reported no remaining DHI Group position as of Q1 2015 after selling out during the quarter.
Creative Planning sold 200 DHI Group shares in Q1 2015, an estimated $2K.
Creative Planning first reported a position in DHI Group in Q4 2014 and held it in 1 quarter.
Creative Planning's DHI Group position peaked at $2K in Q4 2014.
135 funds tracked by Wall St. Rank held DHI Group as of Q1 2015.

Based on Creative Planning's 13F filing for Q1 2015, filed 13 Apr 2015.